Ansell's Margins Could Be Hit by Oil Disruptions -- Market Talk

Dow Jones
03/19

0016 GMT - Ansell's FY 2027 margins could be hit by rising raw material costs stemming from the disruption of global oil supplies, Citi analyst Laura Sutcliffe warns. She acknowledges that the personal-protective equipment maker has shown recently it can successfully pass costs onto its customers but still thinks that input costs could have an impact. She tells clients in a note that the consensus forecast is for Ansell's FY 2027 Ebit margin to expand by 20 bps over FY 2026. Sutcliffe observes that one of Ansell's rivals has flagged nitrile latex availability issues. Nitrile latex is a key glove ingredient and represents 20%-25% of Ansell's raw material costs, she adds. Ansell has a neutral rating and A$35.00 target price on Ansell's stock, which is down 3.9% at A$28.59. (stuart.condie@wsj.com)

 

(END) Dow Jones Newswires

March 18, 2026 20:16 ET (00:16 GMT)

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